What we do

Wealth Management
Solutions for everyone

Gender Equality

Investment talents or ETF following strategies that focus on gender talent and gender equality.

‍We choose as many female investment talents as possible for the best investment portfolio. We plan to allocate at least 50% of the portfolio to women as portfolio managers.

Sustainable Investing

Investment fund talents or ETF that follow special sustainability strategies.

All selected talents include environmental and social aspects in their investment approach. This special labeled ESG approach has strict restrictions.

Best Investment Talents Worldwide

Best investment talents or ETF worldwide combined with the most promising future freinds.

All selected talents include environmental and social aspects in their investment approach. This special labeled ESG approach has strict restrictions.

The best solutions tailored to your life-cyle and needs

Our investment solutions
& pricing at a glance

Get started now with below packages.

Marmot Easy

Investment strategy with 9 different risk-return profiles

Online customer support with personal onboarding

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting

Membership in Marmot Community

ETFs

from 10'000 CHF/ EUR / USD

Management fee of 0.65% p.a.

Popular

Marmot Premium

Individual Investment strategy

Investment strategy with focus on sustainability / equality / best talents

Personal customer service

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Premium-Membership in Marmot Community

ETF, active funds

from 100'000 CHF/ EUR / USD

Management fee of 1.0 to 0.8% p.a.

Gekritzelte Illustration eines Diamanten

Marmot Select

Tailor-made investment strategies with criteria / restrictions according to own specifications

Personal CIO- Consulting

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Tactical management

Select-Membership in Marmot Community

ETF, active funds, single holdings

from 1 Mio. CHF/ EUR / USD

Management fee of 0.8 to 0.4% p.a.

Institutional costs

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Sustainable Investing

This is a way to get returns while staying true to your values, meaning that you care about a specific cause, driving social change or how a company or country conducts itself.

Exclusion of sectors like the weapons or gambling industry, alcohol, abuse of drugs, pollution.

Integration of companies that follow your values.

Investing in companies that make a direct positive impact with their products or services.

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Studies - Sustainable Investing

A study of the Nordic bank Nordea showed how ‘greening’ an individual’s financial assets, such as savings, could generate 27 times greater improvements in a personal carbon footprint than eating less meat, using public transport, reducing water use, and flying less.

The PRI Institute of the United Nations published several academic studies about the reasons for having a better performance:

Lower cost of capital of sustainable companies
Long term business strategy of sustainable companies creates more value than shortx term strategies
Higher employee’s satisfaction has a positive impact on the share price

Gender Equality

In a old fashioned portfolio are only stocks of companies run by men or funds managed by male investment talents. By this investment approach we focus on the 5th Social Development Goal of the United Nations "Achieve gender equality and empowerment all woman and girls.

Academia shows since years that female investment talents deliver a higher return with less risk.

Focus on active funds run by a female investment talent or
mixed gender teams.

Focus on investment approach that is taking gender equality as a part of the research process by selecting promising companies.

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Studies - Sustainable Investing

Goldman Sachs in a study “The Rise of Female Investors” found that 48% of funds managed by females out-performed from the market low from March until August 2020, compared with 37% for all funds managed by males.

The PRI Institute of the United Nations published several academic studies about the reasons for having a better performance:

Lower cost of capital of sustainable companies
Long term business strategy of sustainable companies creates more value than shortx term strategies
Higher employee’s satisfaction has a positive impact on the share price

Marmot is regulated in Switzerland as an independent asset manager.